Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,118 | $79,181-49.3% | $102,423-60.8% | $74,429-46.1% |
| Participation rate | 53.2% | 74.8%-21.5pp | 76.5%-23.3pp | 67.2%-14.0pp |
| Annual return | 12.44% | 54.97%-42.5pp | 29.42%-17.0pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $818 | $2,362-65.4% | $3,023-72.9% | $2,625-68.8% |
| Participant deferral / active EE | $3,535 | $4,416-20.0% | $5,054-30.1% | $4,348-18.7% |
| Admin fee / account holder | $53 | $2,002-97.4% | $9,455-99.4% | $1,944-97.3% |